Accountants Enterprise in Australia only
In addition to the toolbars, there is a right-click menu available in the Explorer pane of the Reports Designer window. This contains the same options as the toolbar, plus the extras listed in the following table.
The cut, copy paste functionality is to provide you with the ability to cut or copy reports between ledgers.
This is standard Windows copy functionality.
This option is not available for Master level items.
You can copy and paste between reports and also between different ledgers.
Copy to Client / Practice
Use this menu item to save the currently selected report to the level at which you opened Report Designer (Client or Practice). This menu option reads Copy to Client if you opened Report Designer at the Client level, allowing you to save a Practice level or Master level item at the Client level.
If you opened Report Designer at the Practice level it reads Copy to Practice, allowing you to save a Master level item at the Practice level.
The new level version of the report conceals the higher level version until such a time that the lower level version is renamed or deleted.
Copy to Clipboard
This option enables you to copy Reports to the clipboard and paste them into Microsoft Word. This enables you to view the properties of all the Reports without having to open each Report's Properties window.
This is standard Windows cut functionality.
This is standard Windows paste functionality.
Sends the report to your default Windows printer.
Select this option to access the Report Properties window where you can add, view or edit the notes that have been added to the selected item. To add or edit notes simply type into the Description field and then click the Apply button to save your entry. If Report Designer is not open at the required hierarchy level to edit the properties, then the window will open as read–only.
Use this menu item to rename the selected report or group.
Use this menu item to create a copy of the currently selected report. The copy is saved to the level at which Reporter is currently open (Practice or Client level). You can then edit the name as required.
Show Master / Practice Report
This option displays the matching Master or Practice level report for the currently selected report. The Practice level report or Master level report window opens, with the report tree displayed to show the location of the Master level item.
If Report Designer is open at the Practice level, this option displays View Master. If Report Designer is open at the Client level, this option displays View Practice.